Kevin Mccurdy is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Advisors since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealer services, supported by sub-advisors and third-party platforms.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its approach from many other enterprise wealth managers.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. Outside of finance, he performs auctioneer duties at Haley Auction Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models without discretionary trading authority.

Andrew Schuler is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, and Market Street Wealth Management. He also served in the Indiana Army National Guard for six years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Chadwick Kieper is a CFP®-certified financial advisor at Schwab Wealth Advisory with five years of industry experience. He has been with Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2020. His prior background includes service in the United States Marine Corps Reserve. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Charles Schwab, Sheaff Brock Investment Advisors, Innovative Portfolios, and AW Securities. Outside of his advisory work, he serves as a board member for White Rock Fellowship in Noblesville, IN. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and features specialized divisions such as one focused on airline industry employees.

Dawn Morley is a financial advisor at CWM, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Axia Advisory Corp for 13 years before joining CWM, LLC and Carson Wealth in 2025. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary management with model portfolios overseen by an in-house Investment Committee.

Frank Esposito is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He currently serves at Focus Partners Wealth, LLC and has previously worked at Evernest Financial Advisors, Sanctuary Wealth, and Windsor Wealth Management. Outside of his advisory role, he is involved in community service as treasurer for Providence Cristo Rey Building Corporation and the Bredeuf Hockey Club, and as a volunteer committee chair for a local Boy Scouts of America troop. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Stephen Randolph is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2021 and was involved with Active Wellness LLC from 2012 to 2016. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative and private investments.

Catherine Harstick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 23 years of industry experience. She has held positions at firms including MissionSquare Investment Services, CITIGROUP, and Compass Retirement Group LLC. In addition to her advisory role, she is licensed to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and overlay management.

Derek Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked within the Schwab organization and TD Ameritrade in various roles since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with wealth management education and investment recommendations, while final trading decisions remain with clients.

John Rentsch is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Charles Schwab since 2008 and at Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and is compensated by Charles Schwab & Co. under a cost-and-expense arrangement rather than charging clients directly.

Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Stephanie Bunday is a ChFC® credentialed financial advisor with Valic Financial Advisors, bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2007 and also has involvement with Agia since 2022. Outside of her advisory role, she serves on the board of the Boys & Girls Clubs of Johnson County and acts as Secretary for Raising Spirits, Inc., a nonprofit supporting local organizations in Indiana. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large advisor network.

Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.

Brent Rattin is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at JP Morgan Securities and Charles Schwab, spanning over two decades. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Olivia Wilson is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative tools to build client programs and offers a range of services such as portfolio management, financial planning, and access to alternative investments.

Bradford Waltz is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1997. He has worked at Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering investment recommendations and financial planning through a model-based approach while leaving final trading decisions to clients. The firm operates as an internal advisory unit of Charles Schwab & Co., Inc., and focuses on annual reviews without discretionary trading authority.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Strategic Benefit Consultants and Diamond Chain Company. Outside of his advisory role, he is a managing member of Rolling Fields LLC, a company involved in real estate holdings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers customized investment management and comprehensive wealth services, emphasizing diversified asset allocation and access to alternative and private-market investments.

David Klaus is a CFP® with 18 years of industry experience currently advising at Allworth Financial, L.P. He has worked previously with Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Klaus serves as Programming Chair for the Financial Planning Association of Greater Indiana, organizing quarterly meetings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including model allocations and options-based overlays, employs third-party sub-advisers, and uses technology to manage held-away retirement accounts.